I offer a wide range of products and services to help meet your investment planning needs:
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Money Market Instruments
- Retirement Accounts
- Non-Qualified Investments
- Professional Investment Management Solutions through Lincoln Investment
- Income Generation Solutions
- College Savings Plans
As your your financial adviser, I can work with you to assess your investment objectives, time horizon and tolerance for risk. I can then help you set goals, and develop and maintain a comprehensive investment program designed to help you reach them.
An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Yields will fluctuate, and although the fund seeks to preserve the value of your investment as $1.00 per share, it is possible to lose money by investing in the fund.
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Lincoln Investment. Please read the prospectus or prospectuses carefully before you invest or send money. In reference to general account obligations and guarantees, such as is present with fixed annuities, the ability for the insurance company to meet these obligations to policyholders are subject to sufficient capital, liquidity, cash flow and other resources of the insurance company.